The Motley Foolยท2025-06-25 08:15Core Insights - The global energy landscape is evolving, with a focus on a diverse mix of energy sources including oil, gas, nuclear, and renewables, driven by the demand from advanced AI operations [1][2] Group 1: Company Summaries - Chevron: An oil and gas giant with upstream and downstream operations, providing resilience across oil price cycles. The company has returned $11.8 billion in dividends and $16.1 billion in stock buybacks over the past year, with a yield of 4.6% and a history of 38 consecutive years of dividend increases [4][5][6] - Enterprise Products Partners: A midstream master limited partnership with a strong network of pipelines and processing assets. It has a distribution yield of over 6.9%, supported by conservative payout ratios and ongoing expansion projects [7][9] - Cameco: One of the largest uranium producers, benefiting from rising nuclear energy demand and long-term contracts with utility companies. It has arrangements to supply an average of 28 million pounds of uranium annually through 2029, with significant properties in Saskatchewan and Australia [10][12][13] - Constellation Energy: The largest U.S. producer of carbon-free electricity, primarily from nuclear facilities. It has predictable earnings through long-term contracts and is exploring hydrogen and storage as growth avenues. Recent agreements with Microsoft and Meta Platforms highlight its position in the clean energy market [14][16] - NuScale Power: A speculative play on nuclear energy through small modular reactors (SMRs), which offer lower costs and faster build times. The company is developing an SMR power station in Romania, with design approvals from the U.S. Nuclear Regulatory Commission, but faces risks related to project delays and cash burn [17][18][19]